This week, compared with the hot market of upstream silicon wafers and cells, photovoltaic " according to the data of Silicon Branch, the price of silicon wafers has risen continuously in two weeks, and the price of N-type 183 silicon wafers has risen to 1. The price of battery slices has risen to more than 0.33 yuan/W in an all-round way, and even the price of some manufacturers has come to 0.
However, the component side has not been able to follow up the warming in an all-round way. According to Digital New Energy DataBM. At the same time, although some second-tier and third-tier manufacturers still have sporadic follow-up actions, most of them are the end of the previous price increase, and the increase is limited .
Compared with the trend of more than ten manufacturers in the past few weeks, the pace of component price increase has slowed down significantly this week.
In addition, it is noteworthy that the quotation of low-priced component products has moved up significantly this week-the extremely low price of 0.63-0.65 yuan/W in early August has been basically cleared and stopped receiving orders. At present, it has risen to 0.67-0.
Specifically,
the price of TOPCon components has increased slightly. The overall quotation range came to 0.67-0. This week , Tongwei shares started the second round of price adjustment, with an increase of 0.02-0.03 yuan/W ; At the same time, Runma Solar Energy, Zhengxin Optoelectronics and other second-and third-tier manufacturers have followed up, with an increase of about 0.01-0. At present, the mainstream trading range of PV modules is still maintained at 0.69-0.
The price of BC modules is 0.75-0. Therefore, the mainstream transaction price in the current market is still concentrated at 0.78-0. In addition, there are a small number of scattered orders in the new price of BC components, and the trading range is 0.83-0.
HJT components remain stable, and there is no increase this week. Maintain at 0.68-0. The low-price inventory of head manufacturers has been reduced. At present , the quotation below 0.70 yuan/W has been greatly reduced, and the channel quotation of a small number of traders is at 0. There are still rising expectations in the follow-up. On
the supply side , affected by the rising price of batteries, the production cost of components continues to rise, and the first-line integrated manufacturers who produce and sell their own products are more cautious in production scheduling. Although they remain stable at present, they have plans to reduce production; At the same time, OEMs are increasing production scheduling, and orders are entering the stage of renegotiation. The
recent "shortage" phenomenon on the component side also stems from the cautious production scheduling on the supply side. Integrated manufacturers take the initiative to control production, making the spot supply of medium version components (620-630 W) continue to be tight. In
the overseas market , although component manufacturers have a strong willingness to raise the price of export products, the support of purchasing demand is obviously insufficient, and the current price increase plan has not yet landed. According to component manufacturers, due to the continuous upward transmission of domestic industrial chain prices, component manufacturers also have plans to raise their overseas quotations, but the European spot market has shown a clear differentiation. According to the data of overseas institutions, the price of double-sided TOPCon components has fallen to about 0.11 euros/W for two consecutive months, while the price of BC components and all-black components is still rising due to the lack of spot goods and the support of aesthetic premium. The average spot price of distribution is 0.13-0.
The distributed market demand has cooled down again. The inquiry and hoarding fever caused by the price increase last week failed to continue this week, and the shipment is still mainly dependent on the volume of low-priced products. Although the component quotation of some manufacturers has obviously risen, it has not brought about the actual shipment.
Centralized market demand remained low, with a one-week new bidding demand of only 0.9 GW. This week, China Resources Power's 2026 photovoltaic module collection project officially landed. In the
first half of the week, The price information obtained from the survey of the digital new energy DataBM. Com is as follows:
TOPCon components: the price range is 0.67-0.BC;
components: the price range is
0.75-0.H JT components: The price range is 0.68-0.
The above survey prices are all prices including tax and excluding transportation.
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The above price data is from Digital New Energy DataBM.
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